Those who have attained enlightenment will have more help, while those who have lost their power will have less help!
The United States is thinking of curbing the development of domestic related industries through front-line methods, but it has encountered a lot of opposition. Even Bill Gates said that doing so is not conducive to the development of US companies. Many companies, including , Qualcomm, , have also applied for supply again and again, but people do not listen. However, after July this year, the market began to fluctuate, and even companies including TSMC began to reduce orders, and some chain reactions have come!
After all, this is a business deal. As the saying goes, cutting off people's wealth is like S parents. The market provided by China is not comparable to that of the general market. For example, the demand for chips. Last year, we all ate more than half of the production capacity of on the market. Let’s talk about enterprises, such as Qualcomm, Nvidia, Intel , AMD , and especially Qualcomm. The revenue we provide every year is 100 billion yuan. For example, Qualcomm attracted 143.2 billion yuan from us last year, , but if it still cannot be supplied, then this market may be happier with MediaTek . What should I do when I face such revenue? And recently, American companies have finally become restless.
collectively "reverse"? Meixin companies are gradually becoming restless
0. We see above that the revenue provided by China is very good every year, which is one of the reasons why many companies think about supplying Yuhua so much.
But the restrictions in the past two years are that no one has lived well.
, the revenue of major companies just announced is so miserable.
For example, Intel's net profit fell by 85% year-on-year in the last quarter, and Qualcomm deflated to US$116.45 billion. The top 30 chip companies in the United States all showed revenue shrinkage to varying degrees. It is roughly estimated that the market value of these US listed semiconductor companies has decreased by more than 10 trillion.
Of course, there are many elements behind this reduction in revenue, such as the market demand is no longer so enthusiastic, for example, everyone’s demand for updating products is no longer strong, and the reasons for the domestic market as the US media said.
, this part cannot be said, after all, we can accept it, but some restrictions are still there.
The purpose of the enterprise is to survive. If there is no order, it can only be layoffs, salary cuts or even reduce R&D investment. This will enter a vicious cycle and is not conducive to the development of the industry.
Perhaps it is because I can't sit still. Recently, many American companies have begun to collectively "rebound", including ASML, Japanese Canon and Nikon , have all started to move.
For example, Nvidia's high-performance GPU chips were not allowed to be exported before, but recently Nvidia announced that it would launch an GPU chip A800 that meets export. The performance of may be a little lower than the previous A100 chips, but from this point of view, it is also thinking about ways to export, or gradually neglecting restrictions.
is a coincidence. At the CIIE we held recently, many American companies appeared, and many familiar figures appeared at the conference.
image equipment manufacturers Fanlin and Kelei, Qualcomm, Chaowei Semiconductor, Intel, Texas Instruments in the field of semiconductor chips , as well as Microsoft , Dell Technology , and even the ASML that was given to us not to sell lithography machine not long ago appeared at the conference.
This collective "singing the opposite tune" many people say that the company can no longer sit still, and "reversal" is just a kind of resistance. After all, the current situation is grim, but orders are constantly decreasing. If you don't want to supply at this time, when will the inventory be cleared?
It is undeniable that restrictions are indeed curbing certain discoveries, but this also curbs the development of the industry. A healthy industry should promote each other and continuously develop. But now let’s look at it. Either this restriction or that prohibition. How can this stimulate enterprises to invest in new technologies? Without investment, where can we get higher profits and income?
This time, the collective "singing the opposite" may be just the beginning. Doing this blatantly is just to be able to operate better.
